Portfolio ManagementCredenda Associates understand that in today's advanced investment world clients are demanding a higher and more sophisticated service. A key to our success has been increasing the value we provide to our clients and keeping up with their rising expectations. In the highly competitive financial services market we not only keep our existing clients, we also attract significant new ones via referrals and good service.
As offshore investment specialists we have access to the world's top Fund Management groups and hence are able to offer an extensive and wide range of investment funds and products. Our independence enables us to put into practice our belief that personal service, attention to detail and friendliness are not incompatible with professionalism and success in an increasingly complex financial environment.
If you are like most professionals, you have precious little free time to manage the assets and investments you have accumulated. Maybe your affairs are currently being managed by an international bank, but they are not providing the level of choice and service you feel you deserve. We offer clients access to over 7,000 offshore funds and all stock market indexes each portfolio is constructed using a mixture of asset classes, a diversified regional approach and finally technical analysis to ensure that it is consistent with your expressed risk-reward profile.
When attempting to construct a portfolio it makes sense to enlist the help of a wholly Independent Investment Adviser. Usually, his help is effectively cost-free because he earns his income via negotiation of commissions and fees from the management groups under consideration and the cost to the investor is no different than "going direct. Credenda Associates are, of course, fully independent, this means that we can and do make selection from the thousands of available possibilities based on our in-depth research facility.
The Portfolio Team will be providing you with ongoing service, support and advice in relation to your investments. Additionally we will provide you with regular updates and full quarterly reviews that will provide detail on any changes to fund allocations that we have made as part of the discretionary managed service.
A portfolio management facility, with guidance and support from an experienced portfolio manager, is a must for anyone who is looking to build an investment portfolio that stands the rest of time.
If you have an existing portfolio but are looking for a diverse spread of quality holdings, maintained and consolidated up to date according to your target returns and risk profile you should talk to us.
What investment funds do you currently own?
Wouldn’t you like to place all of them under one umbrella; we provide the solution, one set of reports listing all your holdings in the wrapper.
I have trouble in obtaining up to date information on some of my old holdings can you assist?We can indeed; full information sheets are just part of the service we provide
Do you have enough time available each month to dedicate to your investments?
The most likely answer will be no, working the hour’s expatriates do leaves precious time to research and then act on this new information. Having a dedicated portfolio with discretionary management means decisions will happen whilst you do the important things, going to work and bringing home the pay cheque.
What investment funds actually suit my needs?
If you would you like to receive information on assets that match your current investment criteria, and then allow us to review your existing portfolio or holdings, and establish what type of investment funds would compliment your current situation.
I have an existing portfolio that is not being looked after properly. Can you help and what does it cost?
Yes we can help. Our portfolio managers are happy to look at your existing holdings.There are no costs involved, once you are happy to use our services we hope to earn your respect and subsequently will receive new investments from yourself. We will provide an independent assessment and comment on your existing portfolio or assets at no cost and this means ensuring, or being reassured, that your situation is structured and set for maximum returns based on your risk profile. Just fill in the enquiry form at the top of the page to get started.
